How To Start Retirement Planning
Jan 16, 2025In Episode 92 of the Wealthy After 40 podcast, I kick off a four-part series on how to start planning for retirement. The first episode details the exact strategies and skills for a solid foundation. Key topics include tracking expenses, building an emergency fund, and contributing to retirement savings.
Part Two, Episode 94, will then look at risk tolerance, asset allocation, financial planning, and managing debt in retirement.
00:44 Introducing the Retirement Series
05:49 The Importance of Tracking Expenses
08:37 Building Financial Stability
11:48 Contributing to Retirement Savings
Are you ready to take the first step toward creating your dream retirement? Schedule a free Retirement Vision Session and let’s start building a clear path to retirement.
If you found this conversation helpful and want guidance on planning in other key areas for your retirement, download your free copy of the Retirement Readiness Checklist today!
Transcript for "Retirement 101: Building The Financial Foundations"
Click HERE for Full Transcript of Episode
Retirement Ready Boot Camp
Next boot camp June 2, 2025
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Join me for the Retirement Ready Boot Camp, a free 3-day experience where you’ll:
✅ Increase your retirement readiness by understanding where you stand financially
✅ Design a retirement lifestyle you love—beyond just vacations and free time
✅ Discover if you have enough to retire and what to do if you don’t
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Whether you’re 10 years away or just starting to plan, this boot camp will guide you through the essentials to make sure your retirement dreams become a reality.
Retirement planning doesn’t have to be stressful. Join now!
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